Webinar for H.Beck Financial Advisors:

A Tour of FMG Suite’s New and Improved Marketing Tools

When’s the last time you took a look at FMG Suite’s marketing tools? A few weeks ago? Months ago? Maybe over a year ago?

Regardless of how long it’s been, there’s a good chance you haven’t seen our newest updates and features. We’re pretty proud of them and we think you’ll love them too.

In this webinar, our Vice President of Business Development, Greg Woodbury, takes you on a tour of our newest suite of marketing tools. Along with learning about our new tools, you’ll learn:

How FMG Suite can now serve as the one and only marketing tool you need

How to balance customized marketing messages with automated campaigns

How to convert more website visitors into prospects with gated content

We’ll also provide attendees a special offer when they sign up with FMG Suite.

Speaker:

Greg Woodbury, Vice President of Business DevelopmentGreg has nearly two decades of hands-on experience in financial marketing, sales, and training. He travels regularly visiting home offices and attending industry conferences, and has spoken at hundreds of industry events.

When:

07/26/2017 1:00 pm PDT

Register for the webinar

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.When working with widows, there are a few first steps I recommend taking:

1. Get OrganizedWhether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single IncomeMore than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop
strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs.
Working with a family office can benefit families in a number of ways, including:

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."